What are the responsibilities and job description for the Personal Lines Account Manager Private Client HYBRID position at Alera Group, Inc.?
Overview
GCG, an Alera Group company, is looking for a Personal Lines Account Manager (Private Client). We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!
Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
Responsibilities
This job requires presence in the office on a hybrid schedule as agreed with the manager.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Salary range is $70K to $85K per year.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
1
GCG, an Alera Group company, is looking for a Personal Lines Account Manager (Private Client). We are seeking highly motivated colleagues who bring experience and enthusiasm to our team – joining us may be the perfect fit for you!
Alera Group was founded in 2017 and has grown to become the 15th largest broker of US business. We are passionate about our clients’ success in the areas of Employee Benefits, Property and Casualty Insurance, Retirement Plan Services, and Wealth Services. With a network of offices nationwide, our commitment to collaboration allows us to offer national resources combined with local service.
Responsibilities
- Provide proactive client service by anticipating needs, addressing inquiries, resolving issues, and conducting annual reviews or as needed to ensure high satisfaction and retention (target 95%).
- Analyze client data, identify problems, and develop creative solutions, knowing when to seek additional information or escalate issues.
- Manage client accounts by remarketing when necessary, communicating needs and instructions to carriers, and maintaining detailed account records in the agency management system.
- Create and present insurance summaries and proposals for clients and prospects, supporting new business opportunities and fostering strong client relationships.
- Drive book-of-business growth by obtaining referrals, expanding current client relationships, working designated leads, and ensuring all regulatory and internal compliance requirements are met.
- Facilitate and oversee claims processing to ensure prompt, efficient handling and client satisfaction.
- Work independently while effectively collaborating with internal and external clients, conveying ideas clearly through written and verbal communication.
- Minimum 5 years of experience in mid-market and affluent personal lines insurance
- Bachelor’s degree preferred
- Holds appropriate P&C license or willing to obtain
- Professional designations a plus, e.g. CPCU or CIC
- Possess excellent communication skills
- Self motivated
This job requires presence in the office on a hybrid schedule as agreed with the manager.
Alera Group offers comprehensive benefits to our colleagues, including medical, dental, life and disability insurance, 401k, generous paid time off and much more.
Salary range is $70K to $85K per year.
We're an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other protected class.
If you're a California resident, please read the California Consumer Privacy Act prior to applying.
1
Salary : $70,000 - $85,000
